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Progressive Investment Management Corp.

CIK:0001353318
Investment Adviser
$700M AUM
56 holdings
Lake Oswego, OR, United States
Founded:1982
7 employees
Latest filing:Jun 30, 2025

Progressive Investment Management Corporation is an Oregon-based investment adviser with headquarters in Lake Oswego. Founded in 1982, the firm is a pioneer in social and environmental investing, focusing on portfolios that advance ecological, social, and economic justice. They primarily serve high net worth individuals, individuals, and some charitable organizations, overseeing approximately $700 million in assets and employing 7 professionals as of 2025.

Investment Strategy

Progressive Investment Management Corp specializes in social and environmental investing, critically evaluating its investment philosophy and striving for excellence in sustainable outcomes. The firm focuses exclusively on portfolios that align with ecological, social, and economic justice, delivering public equity and ESG-focused solutions to benefit both clients and the wider world. Portfolio construction incorporates environmental sustainability, social responsibility, and rigorous financial analysis.

Top Buys
N
NVDANVIDIA CORPORATION
+$10.0M
M
MSFTMICROSOFT CORP
+$9.7M
A
AMZNAMAZON COM INC
+$3.0M
B
BKNGBOOKING HOLDINGS INC
+$2.5M
N
NOWSERVICENOW INC
+$2.3M
Top Sells
A
AAPLAPPLE INC
-$3.1M
T
TMOTHERMO FISHER SCIENTIFIC INC
-$1.1M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$870.2K
I
ITGARTNER INC
-$579.0K
R
ROPROPER TECHNOLOGIES INC
-$492.3K

Top Holdings

M
MSFTMICROSOFT CORP
+10.4%$41.0M
N
NVDANVIDIA CORPORATION
+8.5%$33.2M
A
AAPLAPPLE INC
+7.9%$31.1M
A
AMZNAMAZON COM INC
+6.3%$24.7M
G
GOOGALPHABET INC
+4.9%$19.2M

Equity Positions (56)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP10.44%$41.0M82,357$94.97$497.41+$9.7M
N
NVDA
NVIDIA CORPORATION8.47%$33.2M210,313$71.79$157.99+$10.0M
A
AAPL
APPLE INC7.93%$31.1M151,626$43.17$205.17-$3.1M
A
AMZN
AMAZON COM INC6.29%$24.7M112,509$70.71$219.39+$3.0M
G
GOOG
ALPHABET INC4.90%$19.2M108,481$52.46$177.39+$2.1M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+20.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+10.8%
SEMICONDUCTORS & RELATED DEVICES
+9.3%
SERVICES-BUSINESS SERVICES, NEC
+8.8%
SERVICES-CONSUMER CREDIT REPORTING, COLLECTION AGENCIES
+8.1%